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261 hedge funds and large institutions have $3.63B invested in Lazard in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

9% more funds holding

Funds holding: 239261 (+22)

1.03% more ownership

Funds ownership: 72.88%73.91% (+1%)

4% more capital invested

Capital invested by funds: $3.48B → $3.63B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 87

10% less call options, than puts

Call options by funds: $9.02M | Put options by funds: $10M

Holders
261
Holders Change
+22
Holders Change %
+9.21%
% of All Funds
4.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
53
Increased
84
Reduced
87
Closed
30
Calls
$9.02M
Puts
$10M
Net Calls
-$986K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
RBA Wealth Management
California
$20.3K +$19.8K +466 New
CFGS
227
Concourse Financial Group Securities
Alabama
$19K -$4.25K -100 -19%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$19K
IAIM
229
International Assets Investment Management
Florida
$19K
RCA
230
Ranch Capital Advisors
Florida
$19K +$2.51K +59 +15%
ONST
231
Old North State Trust
North Carolina
$16K -$2.77K -65 -15%
Loomis, Sayles & Company
232
Loomis, Sayles & Company
Massachusetts
$16K +$3.19K +75 +25%
JWA
233
JFS Wealth Advisors
Pennsylvania
$15K
JMF
234
Johnson Midwest Financial
Iowa
$15K
CAL
235
Capital Analysts LLC
Pennsylvania
$15K +$14.5K +340 New
WP
236
WealthShield Partners
North Carolina
$14K +$13.5K +317 New
HWA
237
Heritage Wealth Advisors
Virginia
$13.1K +$4.25K +100 +50%
SSB
238
Sandy Spring Bank
Maryland
$13K
Group One Trading
239
Group One Trading
Illinois
$13K +$12.3K +290 New
MA
240
MUFG Americas
New York
$13K +$12.8K +300 New
FMT
241
First Mercantile Trust
Tennessee
$10K -$893 -21 -9%
PSB
242
Piscataqua Savings Bank
New Hampshire
$10K +$9.31K +219 New
GRP
243
Global Retirement Partners
California
$10K +$10.2K +240 New
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$9K -$21.3K -500 -71%
RWB
245
RMR Wealth Builders
New Jersey
$9K +$85 +2 +1%
HNB
246
Huntington National Bank
Ohio
$8K +$7.4K +174 New
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$6K
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.92K
CTC
249
Central Trust Company
Missouri
$5K
CTB
250
Country Trust Bank
Illinois
$5K +$4.93K +116 New